Die Bilfinger Nuclear & Energy Transition GmbH mit ca. 800 Mitarbeitern ist ein Unternehmen der Bilfinger SE. Hauptsitz ist Oberhausen, weitere Standorte sind Dortmund, Osterode und Würzburg. Unsere ...
Die Bilfinger Nuclear & Energy Transition GmbH mit ca. 800 Mitarbeitern ist ein Unternehmen der Bilfinger SE. Hauptsitz ist Oberhausen, weitere Standorte sind Dortmund, Osterode und Würzburg. Unsere ...
Service Associate
Vancouver, WA · On-site
$60K - $68K/yr
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric ...
Service Associate
Vancouver, WA · On-site
$60K - $68K/yr
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric ...
Service Associate
Vancouver, WA · On-site
$60K - $68K/yr
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric ...
Service Associate
Vancouver, WA · On-site
$60K - $68K/yr
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric ...
Does financial data excite you? We're looking for a Senior Wealthy Strategy Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand ...
Does financial data excite you? We're looking for a Senior Wealthy Strategy Associate to: assist financial advisors in client conversations, providing analytic information and aiming to understand ...
Sales Support Associate
Beaverton, OR · On-site
$17.75 - $23/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Sales Support Associate
Beaverton, OR · On-site
$17.75 - $23/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Sales Support Associate
Beaverton, OR · On-site
$17.75 - $23/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Sales Support Associate
Beaverton, OR · On-site
$17.75 - $23/hr
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...
Service Associate
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...
Service Associate
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...
Lead branch and associate managers, advisors, and build strong partnerships with operations staff ... Financial is an equal opportunity employer. We consider all qualified applicants without regard to ...
Lead branch and associate managers, advisors, and build strong partnerships with operations staff ... Financial is an equal opportunity employer. We consider all qualified applicants without regard to ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Financial Planning Associate - Vancouver, WA /Seattle, WA / Redwood Shores, CA (Hybrid)
Vancouver, WA · On-site
$70K - $93K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... Summary The Financial Planning Associate works closely with advisors to create, update, analyze ...
Financial Planning Associate - Vancouver, WA /Seattle, WA / Redwood Shores, CA (Hybrid)
Vancouver, WA · On-site
$70K - $93K/yr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March ... Summary The Financial Planning Associate works closely with advisors to create, update, analyze ...
Registered Wealth Management Client Associate
Portland, OR · On-site
$26.50 - $45/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Registered Wealth Management Client Associate
Portland, OR · On-site
$26.50 - $45/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team ...
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team ...
Service Associate
Vancouver, WA · On-site
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This ... role goes beyond day-to-day client support and requires a strategic approach to managing client ...
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Service Associate
Vancouver, WA · On-site
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This ... role goes beyond day-to-day client support and requires a strategic approach to managing client ...
New
Wealth Advisor
Portland, OR · On-site
$80K - $95K/yr
Reviews client information, including financial statements, risk investment profile and cash ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Wealth Advisor
Portland, OR · On-site
$80K - $95K/yr
Reviews client information, including financial statements, risk investment profile and cash ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Senior Wealth Advisor
Tigard, OR · On-site
$150K - $200K/yr
... financial strategy that aligns with each client's goals and values. The successful senior wealth ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...
Senior Wealth Advisor
Tigard, OR · On-site
$150K - $200K/yr
... financial strategy that aligns with each client's goals and values. The successful senior wealth ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...
Structured Finance (CMBS) Associate Attorney
Portland, OR · On-site
$260K - $435K/yr
Structured Finance (CMBS) Associate Attorney Direct Counsel is seeking a Structured Finance (CMBS ... Advise clients on commercial mortgage-backed securities (CMBS) transactions from structuring ...
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Structured Finance (CMBS) Associate Attorney
Portland, OR · On-site
$260K - $435K/yr
Structured Finance (CMBS) Associate Attorney Direct Counsel is seeking a Structured Finance (CMBS ... Advise clients on commercial mortgage-backed securities (CMBS) transactions from structuring ...
Personal Risk Advisor
Portland, OR · On-site
The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating ... associates' children, and financial help in times of need. Deep Community Engagement We are ...
Personal Risk Advisor
Portland, OR · On-site
The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating ... associates' children, and financial help in times of need. Deep Community Engagement We are ...
Personal Risk Advisor
Portland, OR · On-site
The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating ... associates' children, and financial help in times of need. Deep Community Engagement We are ...
Personal Risk Advisor
Portland, OR · On-site
The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating ... associates' children, and financial help in times of need. Deep Community Engagement We are ...
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of ... The Service Operations Associate I is a critical operational role within the Client Service ...
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Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of ... The Service Operations Associate I is a critical operational role within the Client Service ...
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Client Service Associate
Portland, OR · On-site
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Work closely with financial advisors to support their clients * Manage cash balances and daily ...
Client Service Associate
Portland, OR · On-site
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Work closely with financial advisors to support their clients * Manage cash balances and daily ...
Associate Financial Advisor information
See Portland, OR salary details
$46.2K is the 25th percentile. Wages below this are outliers.
$40.8K - $47.9K
33% of jobs
$47.9K - $55K
1% of jobs
$55K - $62.1K
9% of jobs
The median wage is $66K / yr.
$62.1K - $69.3K
13% of jobs
$69.3K - $76.4K
7% of jobs
$76.4K - $83.5K
12% of jobs
$83.7K is the 75th percentile. Wages above this are outliers.
$83.5K - $90.6K
9% of jobs
$90.6K - $97.7K
6% of jobs
$97.7K - $104.9K
5% of jobs
$104.9K - $112K
2% of jobs
$112K - $119.1K
2% of jobs
$40.8K
$71.1K
$119.1K
How much do associate financial advisor jobs pay per year?
As of Aug 8, 2026, the average yearly pay for associate financial advisor in Portland, OR is $71,102.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $87,300.00 per year, depending on experience, location, and employer.
What does an associate financial advisor do?
An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.
What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?
To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.
What is the difference between Associate Financial Advisor vs Financial Advisor?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing financial plans, advising clients, making investment decisions |
The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.
What are some typical challenges an associate financial advisor may face when building their client base?
As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Portland, OR? The most popular types of Financial Advisor jobs in Portland, OR are:
What are popular job titles related to Associate Financial Advisor jobs in Portland, OR? For Associate Financial Advisor jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Portland, OR look for? The top searched job categories for Associate Financial Advisor jobs in Portland, OR are:
What cities near Portland, OR are hiring for Associate Financial Advisor jobs? Cities near Portland, OR with the most Associate Financial Advisor job openings:
Bilfinger rating
5.2
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Die Bilfinger Nuclear & Energy Transition GmbH mit ca. 800 Mitarbeitern ist ein Unternehmen der Bilfinger SE. Hauptsitz ist Oberhausen, weitere Standorte sind Dortmund, Osterode und Würzburg.
Unsere Kernkompetenzen sind der Service, der Bau und die digitale Vernetzung von Komponenten und Systemen für den Betrieb von Energie- und Industrieanlagen mit hohen Prozess- & Werkstoffanforderungen. Unsere Kunden unterstützen wir in den Bereichen Energie, Öl & Gas, Petrochemie sowie Nuklear. Wir beraten, planen, entwickeln und übernehmen das Projektmanagement bei der Errichtung oder Modernisierung von Anlagen - immer mit einem besonderen Augenmerk auf Nachhaltigkeit und Effizienz! Wir fertigen Komponenten wie Rohrleitungen, Kessel- oder Maschinenkomponenten in unserer eigenen Fertigung, montieren diese und nehmen die Anlagen in Betrieb. Unser Service begleitet die Anlage über den gesamten Lebenszyklus.
Für unsere Abteilung Nuclear Plant Services am Standort Würzburg suchen wir einen Fachmonteur / Elektriker (m/w/divers) für unsere Baustellen im In- und Ausland:
Das sind Ihre Aufgaben:
- Sie sind für die eigenständige Ausführung von Installationsarbeiten nach vorliegenden Unterlagen verantwortlich
Sie übernehmen dabei unter anderem die Verdrahtung von Schaltschränken und die Verkabelung nach Stromlaufplänen
Sie wirken bei der Inbetriebnahme von Komponenten und Sondermaschinen mit
Sie übernehmen Service- und Wartungsarbeiten
Sie leisten Zuarbeit bei der Erstellung der Dokumentation
Das bringen Sie mit:
- Sie verfügen über eine abgeschlossene Berufsausbildung als Elektriker (m(w/divers) oder eine vergleichbare Metallausbildung
- Sie verfügen idealerweise über einschlägige Berufserfahrung im oben genannten Aufgabengebiet – alternativ bieten wir Ihren gerne die Möglichkeit für Ihren Berufseinstieg.
- Sie haben Interesse an Baustelleneinsätzen im In- und Ausland
- Sie arbeiten engagiert und zeichnen sich durch Ihre Teamfähigkeit aus.
- Sie erfüllen die körperlichen Voraussetzungen für diese Tätigkeit.
- Sie gehen sorgfältig mit den anvertrauten Gütern um.
- Sie verfügen über die Fahrerlaubnis der Klasse B.
Sie erfüllen nicht alle Anforderungen? Keine Sorge - Wir suchen nach Mitarbeitenden, die uns vor allem mit ihrer Persönlichkeit überzeugen und mit ihrem Team an neuen Herausforderungen wachsen wollen!
Das bieten wir Ihnen:
- Selbständiges Arbeiten in abwechslungsreichen Projekten im internationalen Umfeld
- Attraktives Vergütungspaket nach Tarifvertrag der bayerischen Metall- und Elektroindustrie inkl. Urlaubs- und Weihnachtsgeld
- 35-Stundenwoche in Verbindung mit einem Gleitzeitkonto sowie 30 Tage Urlaub
- Fundierte Einarbeitung mit einem festen Ansprechpartner
- Finanzielle Vorsorge durch betriebliche Altersversorgung
- Entwicklungsperspektiven durch die Bilfinger Academy und spezifische Weiterbildungsmodelle
- Bilfinger Corporate Benefits bei namenhaften Herstellern und Marken
We make it work – you make the difference.
Seien Sie Teil von etwas Großem und starten Sie Ihre Erfolgsgeschichte bei Bilfinger. Meistern Sie mit uns in Ihrem Job vielfältige und spannende Herausforderungen. Arbeiten Sie in einem internationalen Unternehmen, in dem der Erfolg Ihres Handelns sofort zu erkennen ist und Teamgeist großgeschrieben wird. Bilfinger bietet Ihnen attraktive Möglichkeiten, Ihre Karriereziele zu verwirklichen und sich weiterzuentwickeln. Werden auch Sie Teil von #teambilfinger!
Für erste Fragen steht Ihnen gerne Markus Haas zur Verfügung.
Bitte bewerben Sie sich ausschließlich über unser Karriereportal. Klicken Sie dazu einfach auf "Jetzt bewerben" und laden Sie Ihre Bewerbungsunterlagen unkompliziert hoch.
Wir freuen uns auf Ihre Bewerbung!
Diese Ausschreibung richtet sich an alle geeigneten Bewerber/Innen unabhängig von Alter, Geschlecht, Behinderung, Religion, Weltanschauung, Rasse, ethnischer Herkunft oder sexueller Identität.